Yes, we offer a free initial discovery call; this allows us to determine whether our services suit your situation well.

We prioritize consistently contacting our customers because we care about your business's success. Our experienced team will provide timely advice and planning, striving to help you grow and save money.

Some questions you may want to consider before contacting us are: - Will you need help with personal financial issues, individual or corporate tax returns, retirement, estate, or college planning? - Do you need help forming a corporation, LLC, or other entity? - How comfortable are you with keeping your books and records? - Do you want to do as much as possible yourself, or would you prefer to outsource your bookkeeping, accounting, or CFO functions? - Are there any specific tax issues?